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Contributor seat type - NEW?
Is this the correct takeaway for the new seat type called Collaborator? This is AI generated, that is why I am asking for confirmation: How Contributor compares to the old Free Internal User Where they are similar Both roles were designed for active collaborators who don’t need a paid license: Can edit existing sheets when…
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Smart Sheets has set me up with 2 different accounts and I cannot login properly
I am experiencing an issue where I seem to have two different accounts set up, and I am unable to log in properly. This is causing confusion and preventing me from accessing my Smartsheet account effectively. I need assistance in resolving this issue and consolidating or fixing the accounts so I can log in without any…
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Gantt Insert with Dependency Mapping
I would like to suggest a feature that allows users to insert or embed one Smartsheet Gantt/project plan directly into an existing sheet without creating a separate sheet. Ideally, this functionality would preserve all existing dependencies (predecessors) from the original plan while dynamically updating them to align with…
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Past 3 months info graph in a dashboard
Hello, I am looking to project an automated graph that shows the past 6 months in a dashboard. I have a sheet that has a date column with information from the past two years. Also, three different descriptions "Expedited", "Redo", and "Expedited and Redo". I used this formula to get the date from the past 6 months as a…
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Is there a template for a Decision Matrix?
I am looking for a decision matrix, preferably weighted. Is there such a thing in Smartsheet currently today, or is this something that I have to build?
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Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…
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Business Process Flowcharts
Does Smartsheet have the capability to create business process flowcharts or process documents? Im looking for something similar to Vizio or lucid chart?
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Counting number of items from a specific month with multiple criteria
I'm trying to count the number of items that were published for each LOB in our operation during each month. I've tried a dozen different formulas, but I can't seem to get any to work. I currently have a sheet summary with the following: =COUNTIFS([Received Month]:[Received Month], IFERROR(MONTH(@cell ), 0) = 1, (LOB,…
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How to Connect Data from Project Metrics to Portfolio Summary
Could someone provide guidance on how to link data from the project metrics back to the Portfolio Summary after a project has been provisioned? I am trying to connect timeline finish dates & status dates back to the Portfolio Summary. Thanks!
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Looking for Best Practices: Smartsheet Task Management & Analyst Notifications
Hi Smartsheet Community, My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination. Specifically, I’m trying to refine how we manage task assignments for technical analysts within our…